Apex Evaluation

What Apex Evaluation does

Apex Evaluation is a privately-held, Albuquerque, New Mexico-based firm founded in 1999 that operates as a hybrid professional services and data systems provider focused on health and education equity. Its core business is evaluation services and technical assistance for organizations working on health disparities, academic inequities, and social determinants of health, delivered through a proprietary methodology called Systems Learning™ / Equitable Evaluation. Customers include school-based health centers (SBHCs), K–12 schools and districts, community school initiatives, state agencies, federal entities, and nonprofits across the United States.

The product ecosystem centers on three technology platforms: (1) the SBHC Data Hub, a web-based client records and reporting system paired with the Apex Data App (iOS/Android) for kiosk-style screening on tablets with offline-first capability; (2) Just Health, a screening instrument available in Adolescent and Child versions that embeds validated screeners such as CRAFFT 2.1, C-SSRS, PHQ-9 Modified for Teens, and GAD-7 against the American Academy of Pediatrics' Bright Futures guidelines; and (3) the Community Schools ROI App, a web application that tracks coordinator expenses, benefits, volunteer hours, and stories and generates ROI dashboards. CERBERUS, an SFTP service with two-factor authentication and SSH/SFTP automation, handles secure bulk data import. The infrastructure stack is HIPAA-compliant via Box with BAA coverage and is anchored by partnerships with the CDC National Technology Center and the American Academy of Pediatrics.

Apex's revenue model is a combination of evaluation and technical assistance services (Equitable Evaluation, Systems Learning Studio, facilitation) and subscription/contract-based access to its technology platforms (SBHC Data Hub, Just Health, Community Schools ROI App). Pricing is quote-based and not publicly disclosed. Go-to-market is consultative and relationship-driven — direct engagement with schools, health centers, state agencies, and nonprofits — supported by live Zoom training, an Asana-backed ticketing system, and partner testimonials. Carlos Romero serves as President and CEO.

Name

Apex Evaluation

Legal name

Apex Evaluation

Website

https://apexeval.org

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

11–50 employees

Short description

Apex Evaluation is a private Albuquerque-based firm that provides evaluation services and proprietary data systems (SBHC Data Hub, Just Health screening tool, Community Schools ROI App) to school-based health centers, K-12 schools, community school initiatives, state and federal agencies, and health-focused nonprofits across the United States.

Ownership category

akta.pro rank

Product category

Education and Health Data Analytics Platforms

NAICS

Educational Support Services (61171), Educational Support Services (611710)

SIC

Services-Educational Services (8200), Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro industry

PRIMARYEDAJAMAC

Assessment, Testing & Analytics Platforms (Formative/Summative)

Education/K–12 / Primary & Secondary Education/K–12 Educational Technology Solutions

SECONDARYHLAJANAG

Chronic Disease & NCD Program Evaluation (e.g., diabetes/CVD/cancer)

Healthcare & Life Sciences/Public Health, Government & Regulators/Health Program Evaluation & Surveillance

SECONDARYEDADAIAD

Accountability & Performance Frameworks (School/District/Institution Ratings)

Education/Education Administration, Accreditation & Policy/Education Data, Reporting & Accountability Systems

Keywords

• School health data platforms
• Community schools analytics
• Evaluation methodology services
• Adolescent health assessment
• Education equity consulting

Headquarters

HQ city

Albuquerque

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales

Revenue model

1. Evaluation Services: Professional evaluation services including program planning, needs assessment, facilitation, and technical assistance for organizations focused on health and education disparities.
2. Technology Platform Subscriptions: Access to SBHC Data Hub, Apex Data App, and Community Schools ROI platform for data collection, screening, and reporting.

Go-to-market motion2 records

Distribution channels5 records

Marketing channels6 records

Core offering

Apex Evaluation provides data systems, program planners, technical support, and marketing insight services for organizations working on community schools, school-based health centers, and health/education inequities. The company offers proprietary technology platforms (Community Schools ROI App, SBHC Data Hub, Apex Data App, Just Health, Cerberus) alongside equity-centered evaluation services (Equitable Evaluation) and training programs (Systems Learning Studio). Its flagship offerings help K-12 schools, federally qualified health centers, and community-based organizations measure program impact, capture data, and demonstrate outcomes.

Product overview

Apex Evaluation operates as a multi-product evaluation and data intelligence ecosystem built around three core technology platforms: (1) the SBHC Data Hub / School-Based Health Center Data Hub — a web-based client records management system paired with the Apex Data App (iOS/Android) for mobile kiosk-style screening of adolescents; (2) Cerberus — an SFTP-based secure data import service with both manual and automated (SSH) data transfer options; and (3) the Community Schools ROI App — a web application for community school coordinators to track expenses, benefits, volunteer hours, donations, and stories and generate ROI reports. Central to the screening workflow is the Just Health tool — an adolescent health screening instrument available in two versions (Adolescent and Child) that embeds validated screeners including CRAFFT 2.1, C-SSRS, PHQ-9 Modified for Teens, and GAD-7. Supporting the technology products are service offerings including Equitable Evaluation (applying the Systems Learning framework), Systems Learning Studio (technical assistance), and Apex Blend (proprietary methodology).

Differentiator

Problem solved

Functional benefit

Brands

• Apex Data: Cross-platform application available on iOS, Android, and web browsers for adolescent screening and assessment tools.
• Just Health
• SBHC Data Hub
• Cerberus
• Community Schools ROI App
• Systems Learning Studio

Products and services

• Community Schools ROI App Cloud-based data and analytics platform for community schools programs to measure return on investment, capture program data, and report on student, family, and community impact. Targeted at K-12 school districts and community schools operators.
• School-Based Health Center (SBHC) Data Hub Data management system with proprietary validated instruments for school-based health centers to identify health-related needs and manage program information. Targeted at SBHCs and FQHCs operating in school settings.
• Apex Data App Mobile application for capturing program and survey data in school and community settings, supporting field-level data collection for school-based health centers, community schools, and other programs.
• Just Health Assessment product line offering validated instruments for adolescent health needs assessments, with Just Health Child for younger children and Just Health Teen in development. Targeted at schools, SBHCs, and health programs serving children and adolescents.
• Cerberus Secure SFTP file-sharing technology used to enable secure file exchange for evaluation and data platform clients, particularly relevant to HIPAA/SBHC contexts. Targeted at organizations needing secure file transfer.
• Equitable Evaluation Equity-centered evaluation service using the Systems Learning framework, delivered to organizations working on community schools, school-based health centers, and health/education inequities. Targeted at nonprofits, state agencies, federal entities, and community programs.
• Systems Learning Studio Training and capacity-building program for organizations to learn and apply the Systems Learning framework. Targeted at program staff and evaluators at schools, SBHCs, and nonprofits.

Quantifiable outcome

• Reduced assessment scoring time through instant scoring and feedback delivery
• +2 more outcomes

Named customers9 records

Segments5 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Feature6 records

Partnerships

Three partnerships are on record, tiered core.

• CDC National Technology CentercoreStrategic or Co-development PartnerApex is a CDC National Technology Center partner, supporting the Just Health platform for sexual health screening and data collection in school-based health settings.
• American Academy of PediatricscoreStrategic or Co-development PartnerJust Health screening tools are based on the American Academy of Pediatrics' Bright Futures guidelines, ensuring alignment with pediatric healthcare standards.
• Box (Cloud Storage)coreTechnology or IntegrationApex uses Box for HIPAA-compliant cloud storage of PHI and PII data. Box provides BAA agreements and compliance with HIPAA, HITECH, and the final HIPAA Omnibus rule since November 2012.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Direct peers

• Screening for Mental Health: SMH operates national mental-health screening programs for schools, colleges, and communities. It overlaps with Apex's C-SSRS, PHQ-9, and GAD-7-backed screening focus and competes for the same K-12 mental-health screening contracts.
• WestEd: WestEd is a nonprofit education research, evaluation, and technical assistance organization. It competes with Apex's evaluation services and is a relevant comparator for K-12 and community-schools program evaluation engagements.
• HealthEfficient: HealthEfficient provides technical assistance, training, and data support for SBHCs and FQHCs in the Northeast. It is a direct peer in the SBHC enablement space where Apex sells its Data Hub and Apex Data App.
• Panorama Education: Panorama provides K-12 social-emotional learning, student well-being, and climate surveys used by schools and districts. It is the most direct competitor to Apex's Just Health adolescent screening and SBHC assessment workflows, overlapping in school-based data collection and equity-focused reporting.
• Satchel Pulse: Satchel Pulse delivers K-12 social-emotional and behavioral health screening and analytics for districts. It directly competes with Just Health for district mental-health screening budgets and shares Apex's tablet-based, multi-instrument screening model.
• The Improve Group: The Improve Group is an evaluation and consulting firm focused on health, education, and nonprofit programs. It mirrors Apex's Equitable Evaluation and Systems Learning Studio services and competes for similar state and federal evaluation contracts.

Broad incumbents

• PowerSchool: PowerSchool is the dominant K-12 student information system and unified classroom platform. It is a broader incumbent that could expand into school health screening workflows, posing a long-term competitive threat to Apex's niche.
• Mathematica: Mathematica is a major policy research and evaluation firm serving federal and state agencies on health and education programs. It is a broader incumbent competing with Apex for evaluation and program assessment work.
• Abt Global: Abt Global is a large research and evaluation consultancy with deep federal health and human services work. It competes with Apex for program evaluation contracts and serves as a benchmark for scale in this space.
• American Institutes for Research (AIR): AIR is a large behavioral and social science research organization conducting large-scale education and health program evaluations. It is a broader incumbent competing with Apex on federal and state evaluation contracts.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UCDRBStYyHU_O9pMMs1rYjeg
• LinkedInlinkedin.com/company/apexeval
• Xx.com/apexeval

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Apex Evaluation